AudienceView How-To Guide: How to Create Custom Lists?

Transcription

1 AudienceView How-To Guide: How to Create Custom Lists? Website Portfolios and Search Term Portfolios allow you to customise your reporting capabilities within AudienceView to ensure you are looking at the most relevant data for your business. What is a Website Portfolio? A Website Portfolio consists of two or more websites that to create a customised industry. Using this functionality allows you to specify exactly which websites to include in a report rather than relying on a Hitwise industry, making it easier for you to compare your website to your closest competitors. Website Portfolios can also be used capture your key partners and affiliates. What is a Search Term Portfolio? A Search Term Portfolio allows you to group together search terms. Using this functionality will allow you to build a portfolio which looks at your SEO/ PPC campaigns, key products or brand searches. Doing so will allow you to closely track the performance of search campaigns. How to Create a Custom List? There are three ways to create a Custom List in AudienceView: Upload a CSV. File Manually type the URL s or Search terms into the Portfolio creator From a Digital Behaviour report you have run

2 Upload a CSV. file If you already have a list of competitor URL s you monitor, or you have a list of pre-defined search terms for a search campaign, the easiest way to add this data to AudienceView is by uploading a CSV. Firstly, ensure you have your file saved in CSV. format. Also make sure the file only contains just URL s or search terms to upload, for example your negative matching filters from adwords should be removed. Click Create on the toolbar and select Portfolios. Then select the relevant portfolio type (Website URL s OR Search Terms). Click Upload CSV and select then select the file from your computer. Once the file is successfully uploaded, give your custom list a title and press Generate.

3 Your list will now be available to run reports. Manually adding URL s or Search Terms into the Portfolio Creator You will notice when you go to create a portfolio you also have the option to type a website or search term straight into the Add box, rather than uploading an existing list as a CSV. Make sure you use a comma to separate each record. When entering websites you MUST include www.

4 Creating a Custom List within AudienceView You can use this method when you don t have existing lists you want to leverage. Instead you can cherry pick the websites or search terms you want to report on from the Digital Behaviour report. Website Portfolio Run a Digital Behaviour report of your choice. Ensure you are on the Website tab. You can use the Tree View dropdown to isolate the results to Websites only. Then tick the boxes next to each site you want to include. Once you have made your selection, click the Create Website Portfolio button at the top right of the report. Name the list and click Create. Tip You may way to use your initials at the start of your list name so it s easier to find when you want to use it in reporting. You will receive a message to tell you List Successful. Your list will now be available to run reports.

5 Search Term Portfolio If you want to create a Search Term Portfolio you should follow the steps above, but instead of selecting the Website tab change this to the Search Terms tab. Once you have selected the search terms you want to include you need to select the Create Search Term Portfolio button. Where can I use my Portfolios? There are three key areas where you can use the portfolios you have in your access. Profiler (Website Portfolio only) - All Website Portfolios will populate in the Profiler on the homepage as you type in their name. Digital Behaviour report - Your portfolios will appear under the Subject Type drop down in the Digital Behaviour report so you can easily review and benchmark the websites and terms you have included.

6 Segment Builder - Once you have created a portfolio they will appear as an option for inclusion into any segments you want to build. For more information on how to edit and manage your Custom Lists please see our How to Access the List Manager? guide. Still need help? Reach out to our Customer Success Team for support; Support.au@hitwise.com